Learn how you can leverage the Karbon and Zapier integration to automate your accounting firm’s workflows.
In this masterclass, Zapier Certified Expert and Karbon Senior Customer Success Manager, Rowan Van Tromp, will walk you through a series of common use cases other accounting firms are using to streamline their operations.
Watch to learn:
The basics of Zapier and how to get started
Real examples of Zapier and Karbon automations you can replicate to save you hours each week
How to synchronize data between common tools including Cognito Forms, HubSpot, Mailchimp, Ignition, GoProposal, Xero, QuickBooks Online, Karbon and more.
Rowan Van Tromp
Senior Customer Success Manager, Karbon
Rowan is an ACCA accountant, a certified Zapier expert, and previously worked as Cloud Services manager for PJCO Accountants at the time they became QuickBooks UK Firm of the Future.
Managing Director, UK, Karbon
With more than 18 years as a leader working in SaaS, Miranda has a gift for building and scaling businesses that are entering new markets and achieving results that impact. In her last role before Karbon, she started with a blank canvas and left the company performing £6M Annual Recurring Revenue. She is passionate about helping accounting firm improve their operations using efficient, scalable and automated processes, and improving their productivity and profitability.